Card Factory Share Discussion Threads

[grahamytrain] 15/1/2024 11:40

Will break 110…. then recede and settle at about 108ish then a steady climb to 120 until news of dividends reinstatement ….then who knows.

[premium beeks] 15/1/2024 10:03

More rampers than a penny share.A pop on good results that is sold into is what I expect.Macro vs Micro very important here.

[chelseamann] 14/1/2024 22:30

iam not worried, in fact iam excited bcoz CF is going to release an excellent TU IMHO…..so get on board tomorrow before it takes off on Tuesday……;. is it a bird …… is it a plane…… no……. its the CF Share Price 🤣

[casholaa] 14/1/2024 17:32

I'm not that worried. Even for ready-cards, inflationary costs are cross-border, more so if traveling through Suez.

[harry_david] 14/1/2024 11:35

darrin, you are right. I am also not 100% confident we will get all the answers we want. Fingers crossed.

[darrin1471] 14/1/2024 10:36

What is "trading was as good or better than last year".
+ve like for like store sales or +ve like for like store sales plus inflation.
Are the increased sales from in house produced cards and paper or more lower margin imported gifts or lower margin wholesale.
Will there be any upgrades?

[omron] 13/1/2024 21:27

Casholaa - take a look at last years statement, it was a very detailed announcement.

[casholaa] 13/1/2024 14:15

They only need to say that trading was as good or better than last year. Nothing more is needed.

[omron] 13/1/2024 08:45

V11SLR - you are correct that there probably won't be an announcement of a specific dividend but I would expect them to confirm that the restrictions on paying dividends have been removed, and to explain that they would hope to reinstate their policy of distributing c40-45% of PAT. There will be sufficient information for shareholders to calculate roughly what the divi will be.

[v11slr] 13/1/2024 04:03

Tuesday is a trading update not results so, of course, there won't be a dividend announcement.

[grahamytrain] 12/1/2024 22:04

I think results will be excellent but with Telios selling into it and maybe no mention of dividend commencement share price rise will be stifled and may even suffer a fate similar to M&S and go down.

[mindminer] 12/1/2024 08:18

I personally think the results are going to be good.
I think Telios know this. We haven't had a TR1 from them for some time now.
They will use the results to sell into as most big sell volume is around 110p.

[bbonsall] 12/1/2024 08:03

Ok, we now know there is a date for the update.
Before that, when some on here were moaning about being kept in the dark, I was thinking maybe CARD was displaying a “sod you” attitude to the market.
After all, the market has not exactly rewarded CARD for all the excellent performance already reported!

[fft] 12/1/2024 02:48

The high street footfall issue for CARD may be softened by the 200 new outlets in Matalan which is mainly (?) in retail parks. Will be really interesting to see how they do, as it could indicate that further retail park openings will occur (would imagine that contracts would only allow 1 CARD outlet per retail park or maybe 1 CARD outlet per 30 (?) shops in that retail park).

[chester9] 11/1/2024 17:33

Trading update confirmed for Tuesday 16th

[darrin1471] 11/1/2024 16:42

"Greggs Q4 sales up 9.4%"
Don't forget food inflation that has been higher than other inflation.
Greggs results may indicate higher inflation rather than higher footfall.

Footfall is important for CARD because for many, a birthday card is an add on purchase when on a high street, shopping centre or in a supermarket. Most do not make a special shopping trip for a card unless they are not organised and have left the purchase for the last minute.

With inflation you would expect CARD to have increased revenue. Revenue needs to increase enough to cover the higher costs. Wages and maybe rent, if rents are on a revenue share basis.

With CARD adding to their gift range you would expect higher sales. The gift range will be lower margins than in-house manufactured cards. So margins may be down on higher revenue.

M&S did not upgrade guidance today despite better than expected sales. Shares are currently down 4% today after a strong run throughout 2023.

[bountyhunter] 11/1/2024 15:32

Picking up here today on a poor day for the wider market, hopefully a good sign.

[s34icknote] 11/1/2024 15:06

I was referring to the weakness in footfall in December

[kiwimonk] 11/1/2024 12:10

"and the retailer has identified a clear opportunity with the younger generation, with Adam showing a slide which he described as “telling us that the younger audience are really into cards”

HAHAHAHA

[scobak] 11/1/2024 10:52

It is really poor of this company not to keep investors informed of basic calendar details. Makes them look amateurish despite their positive attributes.

[premium beeks] 11/1/2024 08:46

I didn't realise you could eat cards.

[tradertrev] 11/1/2024 08:33

It looks like the retail sector is split between small ticket good, big ticket not so much. CARD is clearly small ticket.

[s34icknote] 10/1/2024 23:27

Not too worried Most cards bought in oct nov !!! Greggs shows footfall doesn't matter with right place right product

[bbonsall] 10/1/2024 18:54

Greggs increased turnover by considerable amount.
Drop in footfall didn’t affect them then!!